Gladly Skill

Manage customer service with Gladly’s people-centered support platform.

Quick Install

curl -sSL https://canifi.com/skills/gladly/install.sh | bash

Or manually:

cp -r skills/gladly ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set GLADLY_API_TOKEN "your_api_token"
canifi-env set GLADLY_ORGANIZATION "your_organization"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you’re comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Customer Timeline: View complete customer history in single view
2. Omnichannel Support: Handle voice, email, chat, SMS, and social
3. Task Management: Create and manage follow-up tasks
4. Knowledge Management: Access and share help content
5. Workforce Management: Manage agent schedules and capacity

Usage Examples

View Customer

User: "Show me the Gladly timeline for john@customer.com"
Assistant: Returns complete customer interaction history

Create Conversation

User: "Start a new conversation with customer about order issue"
Assistant: Creates conversation with customer context

Add Task

User: "Create a follow-up task for the VIP customer inquiry"
Assistant: Creates task linked to conversation

Search Customers

User: "Find all Gladly customers with VIP status"
Assistant: Searches and returns matching customers

Authentication Flow

1. Get API token from Gladly admin settings
2. Use Basic Auth with token
3. Organization-specific endpoints
4. SSO available for agents

Error Handling

Notes

• People-centered, not ticket-centered
• Single customer timeline view
• Voice support built-in
• AI-powered agent assist
• Hero (agent) empowerment focus
• Enterprise-grade platform